Susan Beard

About Susan Beard

What motivates me daily through my work is guiding individuals and families on the right financial path so that they can lean on me for advice and spend time with what brings them joy. Clients choose to work with me because of my purely objective and caring approach, backed by over 35 years of experience in financial services, including planning, banking, investments and trusts. Individuals that are not only searching for assistance with understanding their entire financial picture, but interested in putting a plan in place, enjoy working with me because of my unbiased and step- by- step approach. I enjoy long-term client relationships. My clients know they can always count on me for straightforward, honest guidance and frequent communication. I consider it an honor that my clients trust me for advice whether they are preparing for retirement, going through a divorce, or planning after the death of a spouse. There are so many factors to consider in making decisions and offering my services through Old North State Trust gives me the independence and flexibility to serve my clients with exceptional service. My 35 plus years of experience and my CRPC and CTFA designations give me the foundation to understand what is meaningful and essential in assisting my clients. My clients consider me their “personal CFO.”

Experience

1. Senior Wealth Advisor

   Old North State Trust

   Jul 2012 — Present

   Manage client relationships through agency and retirement accounts with our local investment team. Provide financial planning with 100% objectivity. I work with our fabulous trust officers and attorneys with clients planning for trust creation as part of their estate planning.

Education

• Mary Washington College

  Bachelor of Science (B.S.), Business Administration and Management, General

  1981 — 1985

• University of Mary Washington

  Bachelor's degree, Business Administration and Management, General